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Institutional Client Manager

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Date Posted

19 February 2022



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Our client is a top tier investment management house looking to recruit a Client Manager to provide an excellent service to some of their biggest and most complex clients.

The Client Manager will take responsibility for the following duties:

  • Develop and maintain strong relationships with a portfolio institutional clients and act as the first point of contact in the Client Director’s absence
  • Understanding a clients decision making process and long-term objective and providing high level technical support, answer queries and identify opportunities and threats.
  • Identify leads and sales opportunities with the aim to maximise revenue
  • Responsible for reviewing and signing off draft instructions for the peers
  • Display technical knowledge in areas such as the company’s products, brand, services and competitors.
  • Develop knowledge of the current investment market, economic issues and views, to be able to discuss solutions with clients and consultants
  • Devise meeting packs for client meetings and new business pitches
  • Manage the production of legal documentation, reports and client specific data relevant to the client investment strategy
  • Utilise expertise from around the business to manage and resolve ad-hoc queries, data requests and client change in line with client expectations.

The Client Manager will meet the following skillset:

  • IMC Certified as well as a degree (preferably 2:1) or equivalent is desired
  • Experience in Investment Management including client services, sales support and knowledge of current investment market and economic issues
  • Ability to build strong relationships with external clients/contacts across all levels
  • Institutional client experience and detailed Institutional Investment product knowledge (LDI, Cashflow matching, Credit, Real Assets and Index funds)
  • Experience with workflow management and strong overall Investment knowledge including an understanding of the different investment vehicle options
  • Highly organised, proactive and ability to work on own initiative
  • Highly team-orientated and possess a good level of ‘gravitas’ and resilience

The company offers excellent benefits including a competitive bonus structure.

If you believe your experience meets the criteria, please apply with a copy of your CV.

Note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.


“Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.”


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